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RWIFX vs TNBRX
RWIFX vs TNBRX Comparison
Open Charts RWIFX vs TNBRX
American Funds Capital World Gr&Inc R5
Price$71.99
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets142.32B
1290 SmartBeta Equity R
Price$20.30
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets274.44M
RWIFX vs TNBRX Comparison Chart in %
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RWIFX vs. TNBRX commentary
Dec 28, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is RWIFX is a Hold and TNBRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 142B vs. TNBRX (274M). RWIFX pays higher dividends than TNBRX: RWIFX (1.59) vs TNBRX (0.64). RWIFX was incepted earlier than TNBRX: RWIFX (24 years) vs TNBRX (11 years). TNBRX (1.62) is less costly to investors than RWIFX (0.46). TNBRX is a more actively managed with annual turnover of: 32.00 vs. RWIFX (27.00). TNBRX has a lower initial minimum investment than RWIFX: TNBRX (0) vs RWIFX (250). RWIFX annual gain was more profitable for investors over the last year : 12.66 vs. TNBRX (7.58). TNBRX return over 5 years is better than : 41.64 vs. RWIFX (32.78).
| RWIFX | TNBRX | RWIFX / TNBRX | |
| Total Expense Ratio | 0.46 | 1.35 | 34% |
| Annual Report Gross Expense Ratio | 0.46 | 1.62 | 28% |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | 14.720 | 9.579 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 274M | 51,825% |
| Annual Yield % from dividends | 1.59 | 0.64 | 251% |
| Returns for 1 year | 12.66 | 7.58 | 167% |
| Returns for 3 years | 47.45 | 43.17 | 110% |
| Returns for 5 years | 32.78 | 41.64 | 79% |
| Returns for 10 years | 75.72 | 111.60 | 68% |
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